How to: Set Reminders on a Firm-wide Basis:
This step-by-step guidance provides information on how to set Return reminders on a firm-wide
basis for all of the firm’s Returns.
To submit a request on a specific Return, please complete the following steps:
i.
Once logged in as the Firm Administrator, on the Home Page, select ‘Administration’ as
shown in figure 1.1.
Figure 1.1
ii.
On the Institution Administration Page in figure 1.2 select ‘Manage Notifications’.
Figure 1.2
iii.
On the Manage Notifications Page, shown in figure 1.3, select the ‘Set Institution
Notification Preferences’ in figure 1.4. This allows the User to determine the frequency of
notifications for the entity as a whole. The User can also customise reminders for each
return type under the ‘Return Type Notification Preference’.
Figure 1.3
Fig 1.4
iv.
As can be seen in Figure 1.5, check and uncheck the relevant box or boxes on the right-hand
side to select particular reminders and click ‘Save’.
Figure 1.5
The following reminders can be turned on and off for a firm:



Pre-filing reminders;
Non-filing reminders; and
Return acknowledgements.
The preferences regarding notifications set for the whole firm will override any preferences set at
the individual Return level.